WallStSmart

Cass Information Systems Inc (CASS)vsRelx PLC ADR (RELX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Relx PLC ADR generates 4488% more annual revenue ($9.59B vs $209.05M). RELX leads profitability with a 21.5% profit margin vs 16.7%. CASS trades at a lower P/E of 20.1x. RELX earns a higher WallStSmart Score of 62/100 (C+).

CASS

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 7.0Value: 7.0Quality: 4.8
Piotroski: 5/9

RELX

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 9.0Value: 7.3Quality: 3.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CASSUndervalued (+31.9%)

Margin of Safety

+31.9%

Fair Value

$66.71

Current Price

$47.52

$19.19 discount

UndervaluedFair: $66.71Overvalued
RELXUndervalued (+59.1%)

Margin of Safety

+59.1%

Fair Value

$70.55

Current Price

$35.15

$35.40 discount

UndervaluedFair: $70.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CASS2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.8%8/10

Strong operational efficiency at 27.8%

RELX5 strengths · Avg: 9.2/10
Return on EquityProfitability
169.0%10/10

Every $100 of equity generates 169 in profit

Operating MarginProfitability
31.4%10/10

Strong operational efficiency at 31.4%

Market CapQuality
$59.95B9/10

Large-cap with strong market position

Profit MarginProfitability
21.5%9/10

Keeps 22 of every $100 in revenue as profit

Free Cash FlowQuality
$1.48B8/10

Generating 1.5B in free cash flow

Areas to Watch

CASS3 concerns · Avg: 3.7/10
Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

EPS GrowthGrowth
1.0%4/10

1.0% earnings growth

Market CapQuality
$605.85M3/10

Smaller company, higher risk/reward

RELX3 concerns · Avg: 2.3/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Price/BookValuation
79.9x2/10

Trading at 79.9x book value

Debt/EquityHealth
3.101/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CASS

The strongest argument for CASS centers on Price/Book, Operating Margin. Profitability is solid with margins at 16.7% and operating margin at 27.8%.

Bull Case : RELX

The strongest argument for RELX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.5% and operating margin at 31.4%. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bear Case : CASS

The primary concerns for CASS are Revenue Growth, EPS Growth, Market Cap.

Bear Case : RELX

The primary concerns for RELX are Revenue Growth, Price/Book, Debt/Equity. Debt-to-equity of 3.10 is elevated, increasing financial risk.

Key Dynamics to Monitor

CASS carries more volatility with a beta of 0.46 — expect wider price swings.

CASS is growing revenue faster at 3.2% — sustainability is the question.

RELX generates stronger free cash flow (1.5B), providing more financial flexibility.

Monitor SPECIALTY BUSINESS SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RELX scores higher overall (62/100 vs 50/100), backed by strong 21.5% margins. CASS offers better value entry with a 31.9% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Cass Information Systems Inc

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

Cass Information Systems, Inc. provides information processing and payment services to manufacturing, distribution and retail companies in the United States. The company is headquartered in St. Louis, Missouri.

Relx PLC ADR

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

RELX PLC provides information-based decision-making and analysis tools for professional and commercial clients in North America, Europe, and internationally. The company is headquartered in London, the United Kingdom.

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